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Type of individual investment account
A Separately Managed Account (SMA) is any of several different types of investment accounts in the investment management industry. For example, an SMA
Separately_managed_account
non-managed. A managed separate account is synonymous to a mutual fund in the sense that the investments of the separate account are actively managed (such
Separate_account
in the UK. Managed accounts started as separately managed accounts (SMAs) and have since evolved into multiple strategy accounts (MSAs) and the rapidly
Managed_account
Approximately 60% of Southeastern's assets under management is in separately managed accounts for institutional investors, and the remaining 40% is invested
Southeastern_Asset_Management
American financial services firm
products such as unit investment trusts (UIT), mutual funds, and separately managed accounts for institutional investors. First Trust was one of the first
First_Trust_(company)
French private equity firm
€2 billion in primary funds of funds, secondaries funds and separately managed accounts for institutional investors in Europe, the US, the Middle East
Fondinvest_Capital
Managed investment accounts
Unified managed accounts are managed investment accounts that have developed out of separately managed accounts (SMAs). Where a separate account holds the
Unified_managed_account
of a pension fund. The additional advantages associated with a Separately Managed Account, still allow the investor to construct a portfolio according to
Manager of managers investment
Manager_of_managers_investment
Investment firm
LP manages $19 billion in assets across the Sequoia Fund, hedge fund partnerships (Acacia Partners and Wishbone Partners), and separately managed accounts
Ruane,_Cunniff_&_Goldfarb
Topics referred to by the same term
or Sma Joshua Falk, known as SM"A Separately managed account, types of investment account Special memorandum account, used regarding US Regulation T Scouts
SMA
American investment firm
firm for large public pension plans. In 1998, the company added separately managed account and fund of funds investment management services. On November
Hamilton_Lane
American investment management firm
(ETF) products although it also deals with mutual funds and separately managed accounts for institutional investors. It was a pioneer of investing in
VanEck
American financial services company
through its subsidiary, American Funds Distributors, as well as separately managed accounts (or collective investment trusts), private equity, investment
Capital_Group_Companies
Financial services company
sustainable investment firm. It sells mutual funds, as well as separately managed accounts. Pax World launched the first socially responsible mutual fund
Pax_World_Funds
American private investment firm
funds as actively managed. The company offers equity and fixed income mutual funds, Exchange-traded funds, separately managed accounts, and model portfolios
Dimensional_Fund_Advisors
American private equity firm based in Santa Monica
flagship fund with $14.8 billion, including co-investments and separately managed accounts, which the Wall Street Journal called one of the largest funds
Clearlake_Capital
Hedge fund operation
which it manages through hedge funds, private debt funds, long-only vehicles, and separately managed accounts. Affiliates of the firm also manage or advise
Ellington_Management_Group
Investment management company
solely on actively managed investment portfolios. Lord Abbett's strategies are available within separate and sub-advised accounts, commingled and mutual
Lord_Abbett
Asset management firm based in Pasadena, California
mutual funds, the Odyssey Funds. In addition, it also handles separately managed accounts for institutional investors. Despite its strong investment performance
Primecap
SKU – Stock keeping unit SLA – Service level agreement SMA – Separately managed account SME – Small and medium enterprises SOHO – Small office/home office
List of business and finance abbreviations
List_of_business_and_finance_abbreviations
Way of investing money alongside other investors
Independent financial adviser Investment management Offshore investment Separately managed account Specialized investment fund Undertakings for Collective Investment
Investment_fund
Standardised contract to buy or sell an asset at a future date
both hedge and speculative notions involves a mutual fund or separately managed account whose investment objective is to track the performance of a stock
Futures_contract
American investment banking firm
business under the Seligman Investments brand. Seligman provides separately managed accounts and retirement services and also operates a series of mutual
J._&_W._Seligman_&_Co.
American financial services firm
expanded its separately managed account (SMA) offerings, adding new home-office-managed SMA options and additional third-party managed allocations; the
Edward_Jones_Investments
Professional asset management of securities for the benefit of investors
Portfolio Private equity Quantitative investing Securities lending Separately managed account Sovereign Wealth Fund Stockbroker Style investing Style drift
Investment_management
New York Hedge Fund
management company. Apart from the hedge funds it managed, it also dealt in the separately managed account business as well as private equity. By offering
Waterfall_Asset_Management
Custodian bank
SSGA sponsored ETFs including the SPDR S&P 500 ETF Trust, and separately managed accounts. As a whole, SSBT is the principal operating company within its
State Street Bank and Trust Company
State_Street_Bank_and_Trust_Company
Division of Guggenheim specializing in management of mutual funds & managed accounts
Partners specializing in the management of equity mutual funds and separately managed accounts. The firm is headquartered in New York City. Transparent Value
Transparent_Value
Type of investment
are structured in one of three ways: as a separately managed account, which is a stable value fund managed for one specific 401(k) plan; as a commingled
Stable_value_fund
American investment manager of investment products and strategies
income, global/international and money market mutual funds, separately managed accounts, retirement and cash management strategies, asset allocation
Dreyfus_Corporation
Budgeting and expenses
finance software Microeconomics Money management Personal budget Separately managed account Wealth management Tahira, K. Hira (1 December 2009). "Personal
Personal_finance
American money management, securities and discount brokerage firm
Index Program, a separately managed account. In their stories, the two publications also reported that separately managed accounts (SMAs) outperformed
PTI_Securities_&_Futures
U.S. investment management company based in Jersey City, New Jersey
management through its mutual funds, exchange-traded funds (ETFs), separately managed accounts, and non-traditional strategies. The firm takes an active management
New_York_Life_Investments
American investment manager
adviser. As of July 2023, the company had multiple hedge funds, separately managed accounts, long-only emerging markets debt, alternative credit, special
Gramercy_Funds_Management
Form of professional investment management
management Asset management Active management Managed account Separately managed account (SMA) Unified managed account "Wealth management". 16 March 2016. Retrieved
Discretionary investment management
Discretionary_investment_management
Any investment strategy combining both financial performance and social/ethical impact
consecutive year, funds managed under responsible investment approaches grew as a proportion of total professionally managed investments in Australia
Socially responsible investing
Socially_responsible_investing
British-American investment firm
Exchange in July 2026 at $52 per share. The company manages mutual funds and ETFs, separately managed accounts, Collective Investment Trusts, and model portfolios
Janus_Henderson
Former investment firm located in the US
investment management in the form of mutual funds and other separately managed accounts) and asset servicing (i.e. corporate trust, stock transfer services
Mellon_Financial
United States mutual fund family
Market Account, a money market fund managed by Pittsburgh, PA based Federated Investors. Schwartz also began offering an Ave Maria Separately Managed Account
Ave_Maria_Mutual_Funds
American asset management company
private equity commingled funds and real estate equity and debt separately managed accounts as of May 10, 2016. Ares SSG was formed when Ares Management
Ares_Management
Asset Management Firm
funds are managed by four affiliated managers. The closed-end funds trade on the New York Stock Exchange. Retail separately managed accounts comprise intermediary
Virtus_Investment_Partners
Retrieved May 11, 2010. "Tiburon Strategic Advisors, Separately Managed Accounts & Other Packaged Fee Account Programs: Recasting a Growing Industry." January
Turnkey asset management program
Turnkey_asset_management_program
Investment product
hedge fund firms or private equity firms may offer so-called separate managed accounts to a single investor who commits a large amount of capital and
Multi-manager_investment
American digital asset and data center infrastructure company
exchange-traded product strategies, alternative investment strategies, separately managed accounts, venture capital funds, hedge funds, and opportunistic mandates
Galaxy_Digital_(company)
Global asset manager acquired by Invesco in 2019
income offerings into high-quality municipal bonds and customized separately managed accounts. The firm opened its headquarters for Europe, the Middle East
OppenheimerFunds
American financial services company
Company, an independent investment manager of fixed income in separately managed accounts with $10.7 billion in assets under management. On May 26, 2020
Charles_Schwab_Corporation
American fund manager
based in Chicago and manages an equity fund along with separately managed accounts. Mr. Sanborn manages the investments with portfolio manager Joshua Mangoubi
Robert_J._Sanborn
American investment firm
BlueMountain's asset management platform, including its CLOs, funds, and separately managed accounts, over a three-year period. On October 1, 2019, AG completed the
Assured_Investment_Management
methodology and his first move after the firing was to open a separately managed account with a lower minimum investment and lower fees than TTFS. Bell
TrimTabs_Investment_Research
Financial account managed by a legal guardian for a beneficiary
by an individual or institution, managed by a named party for purposes of rapid distribution of funds in that account. This is commonly used for petty
Custodial_account
Private independent investment management company
seven ETFs, one closed-end fund, and billions of dollars in separately managed accounts assets. The company has clients across the United States, Europe
Thornburg Investment Management, Inc.
Thornburg_Investment_Management,_Inc.
American financial services company
N. Whipple to provide the first common operating program for separately managed accounts (SMAs). Prior to the acquisition of Lockwood and EMAT by BoNY
BNY
US-based investment management firm
methodology and his first move after the firing was to open a separately managed account with a lower minimum investment and lower fees than TTFS. Over
AdvisorShares
American investment company
Aladdin platform provides portfolio management, risk analytics, trading, accounting, and operational technology for institutional investors and financial
BlackRock
Investment account
Trading account assets refer to a separate account managed by banks that buy (underwriting) U.S. government securities and other securities for their own
Trading_account_assets
Political ideology emphasising social ownership of production
are numerous variations of self-management, including labour-managed firms and worker-managed firms. The goals of self-management are to eliminate exploitation
Socialism
Field of accounting
company, managerial accounting provides accounting information to help managers make decisions to manage the business. Cost accounting aims to compute the
Financial_accounting
Recording economic information
several fields including financial accounting, management accounting, tax accounting and cost accounting. Financial accounting focuses on the reporting of an
Accounting
exchange-traded funds (ETFs) and exchange-traded notes (ETNs), separately managed accounts, and structured products. These products provide investors with
Alerian
Tax-advantaged financial accounts in the US
$2,500 if married filing separately). The annual limit increases to $7,500 per year (or $3,750 if married filing separately) as of January 1, 2026, in
Flexible_spending_account
American investment advisory firm
leverage. SteelPath also managed other MLP investment vehicles, including private investment partnerships and separately managed accounts. "Ofi SteeLPath, Inc
SteelPath
User account for Microsoft-owned services
Microsoft account (MSA; previously known as Microsoft Passport, .NET Passport, and Windows Live ID) is a single sign-on personal user account for Microsoft
Microsoft_account
Computer program that maintains account books
virtual thinking. Depending on the purpose, the software can manage budgets, perform accounting tasks for multiple currencies, perform payroll and customer
Accounting_software
Asset management firm based in Boston
IR+M offered to take in portfolios and set up Treasury-only separately managed accounts for investors that migrated. In October 2019, IR+M underwent
Income_Research_+_Management
Irish businessman and rugby union player (1936–2024)
N. Whipple to provide the first common operating program for separately managed accounts (SMAs). EMAT and the wealth management firm Lockwood, which was
Tony_O'Reilly
Japanese manga series
Dead Account (Japanese: デッドアカウント, Hepburn: Deddo Akaunto) is a Japanese manga series written and illustrated by Shizumu Watanabe. It initially began serialization
Dead_Account
Accounting system used for special reporting requirements
method to separately identify the related revenues and expenditures. This is done by establishing separate funds, each with its own chart of accounts. Nonprofit
Fund_accounting
Bank transfer codes in the UK and Ireland
of the Image Clearing System managed by Pay.UK which was completed in August 2019. Sort codes in the 90 range are managed by the Banking and Payments Federation
Sort_code
Federation of 36 separate United States health insurance organizations and companies
in its designated service area. Blue Cross and Blue Shield developed separately. Blue Cross provided coverage for hospital services, and Blue Shield covered
Blue Cross Blue Shield Association
Blue_Cross_Blue_Shield_Association
Concept in accounting
business units offering different products and services. They are managed separately because each business requires different technology and marketing
Consolidated financial statement
Consolidated_financial_statement
Private equity company
documents show that the Abu Dhabi government manages the accounts belonging to ADUG. ADUG insists it is separate from the Abu Dhabi government. The primary
Abu_Dhabi_United_Group
Most state- and federally managed public lands are open for recreational use. Recreation opportunities depend on the managing agency, and run the gamut
Public lands in the United States
Public_lands_in_the_United_States
American email service
four to six months, and by then, so many users would have taken an email account. The speed of the market was critical." On March 21, 2002, Yahoo! eliminated
Yahoo_Mail
United States social health care program
received waivers from the federal government to create Medicaid managed care programs. Under managed care, Medicaid recipients are enrolled in a private health
Medicaid
Canadian financial account for savings and investment assets
financial account intended to provide retirement income, while remaining accessible at any time. RRSPs reduce taxes compared to normally taxed accounts. They
Registered retirement savings plan
Registered_retirement_savings_plan
Email for only one or very few contacts
allows storage and access of all emails from a single account, some services require separate passwords for each alias.[citation needed] Another method
Disposable_email_address
US employer-funded health insurance plan
insurance plan premiums. An HRA is not truly an account, since it does not place funds under a separate legal title. Instead, it is an agreement under
Health_reimbursement_account
Money owed by business to its suppliers
Accounts payable (AP) is money owed by a business to its suppliers, shown as a liability on a company's balance sheet. It is distinct from notes payable
Accounts_payable
Government of India Civil Service
Under the East India Company, the accounts of the 3 Presidencies of Bengal, Madras and Bombay were prepared separately. In 1857, a combined department called
Indian Audit and Accounts Service
Indian_Audit_and_Accounts_Service
American social networking service
000 accounts from Turkey because those accounts were fake profiles, designed to support the Turkish president, Recep Tayyip Erdoğan, and were managed by
X_(social_network)
Consumer behaviour model
a self control strategy to manage and keep track of their spending and resources. People budget money into mental accounts for savings (e.g., saving for
Mental_accounting
Chinese multi-purpose mobile app
Weixin being subject to message censoring. Accounts registered using Chinese phone numbers are now managed under the Weixin brand, and their data is stored
Microsoft Account. Although Microsoft Account is not a requirement, to access account settings, it has to be through done through the Microsoft Account. Login
Comparison of webmail providers
Comparison_of_webmail_providers
Accounting software, 1999
The Horizon accounting system is an accounting software and electronic point of sale (EPOS) system developed by Fujitsu for the Post Office in the UK.
Horizon_accounting_system
Formal record of financial activities
In finance and accounting, financial statements (or financial reports) are formal records of the financial activities and position of a business, person
Financial_statement
System of collecting, storing and processing financial and accounting data
An accounting information system (AIS) is a system of collecting, storing and processing financial and accounting data that are used by decision makers
Accounting_information_system
Type of financial statement
operations. Discontinued operations must be shown separately. Cumulative effect of changes in accounting policies (principles) is the difference between
Income_statement
Accounting method aligning hedging gains and losses with the hedged item
Hedge accounting is an accountancy practice, the aim of which is to provide an offset to the mark-to-market movement of the derivative in the profit and
Hedge_accounting
Retirement fund
providing for an individual account for each participant, and for benefits based solely on the amount contributed to the account, plus or minus income, gains
Pension
Recording and managing all government transactions
public accounting, often referred to as governmental accounting or public sector accounting, is a specialized branch of accounting dedicated to managing the
Governmental_accounting
Largest global accounting networks
they must submit plans by October 2020 to separate their audit and consultancy operations by 2024. Accounting network Other "Big" industries Big Four (banking)
Big_Four_accounting_firms
of accounting records also increased. During the Zhou dynasty (11th–3rd century BCE), specialized officials responsible for managing state accounts emerged
Three-pillar accounting system
Three-pillar_accounting_system
Accounting practice
for the summarized area, which could conveniently be managed on its own, often at physically separate locations from the main ledger book. The purchase ledger
Purchase_ledger
Class of retail investment arrangement
An individual savings account (ISA or Isa; /ˈaɪsə/) is a class of retail investment arrangement available to residents of the United Kingdom. Introduced
Individual_savings_account
Joint venture of international banks
19 December 2018. Retrieved 19 December 2018. "Deposit accounts for personal and self-managed superannuation fund customers" (PDF). Westpac Banking Corporation
Global_ATM_Alliance
Asset building tool
An individual development account (IDA) is an asset building tool designed to enable low-income families to save towards a targeted amount usually used
Individual development account
Individual_development_account
Zimbabwean businessman (1982–2026)
only existing for the execution of the triangle-like scam. Chivayo was separately acquitted of fraud charges he faced jointly with socialite Genius Kadungure
Wicknell_Chivayo
1849–1850 novel by Charles Dickens
is found in the eleventh chapter of the novel: "I begin Life on my own Account and don't like it", where the story of Dickens's experience at the Warren
David_Copperfield
Backflush accounting is a subset of management accounting focused on types of "postproduction issuing;" It is a product costing approach, used in a Just-In-Time
Backflush_accounting
2001 accounting scandal
The Enron scandal was an accounting scandal sparked by American energy company Enron Corporation filing for bankruptcy after news of widespread internal
Enron_scandal
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